Lori J Perez, CPA

Madlin Edmonds
5 Star
I have had the pleasure of working with Ms. Lori Perez, Certified Public Accountant, for 11 years. We retained Ms. Perez for our business and personal tax preparation and financial planning needs. From the very first consultation, I was impressed by her professionalism, thoroughness, and dedication to ensuring that every aspect of our business and personal finances was in order. Ms. Perez took the time to explain complex tax regulations in a way that was easy to understand, and her attention to detail was second to none. She goes above and beyond to identify opportunities for tax savings, and she provided advice that was invaluable and helped me make informed financial decisions. Ms. Perez has prepared our non-profits tax returns, Forms 990, for 11 years. She ensures that they are filed timely and presents an accurate financial picture of our organization’s operation. She willingly engages the IRS when there are any issues with the returns. The customer service was outstanding; she is always available to answer questions and provided timely updates on the progress of my filings. It’s clear that Ms. Perez truly cares about her clients and strives to deliver the best possible results. I highly recommend Ms. Lori Perez’s to anyone in need of top-notch accounting services. Her expertise and commitment to client satisfaction are what sets her apart in the field. Madlin Edmonds, CEO New Creatures-in-Christ Ministries, Inc. Helping Neighbors-in-Need Outreach
Saturday 8th June 2024

Brian
5 Star
I feel incredibly blessed to have Lori as an accountant (CPA). Bookkeeping is not my strength, but she turned that around. She integrated my business bank accounts, QuickBooks, and HouseCall Pro perfectly. Lori handled my back taxes and IRS negotiations. She patiently worked with me to overcome challenges and get me back on track whenever I made a mistake. She has been extremely trustworthy, knowledgeable, caring, and proficient. I recommend her to anyone needing a genuinely professional CPA.
Tuesday 28th May 2024

michele s
5 Star
Lori has done our taxes for several years and is always extremely efficient and reliable. I appreciate the professionalism and prompt service that she gives, year after year. I trust her completely!
Tuesday 28th May 2024

Tina F
5 Star
Lori has been my account for many years. Has helped me in running my business. I highly recommend Lori, she’s extremely knowledgeable in her business. 5 plus stars!
Monday 27th May 2024

Meghan Perez
5 Star
Lori has been doing my taxes for over 10 years, and I wouldn't choose anyone else. She really knows tax codes and is professional, personable/caring, and really quick too!
Monday 27th May 2024